Microsoft is highlighted as a hyperscaler at the forefront of the AI revolution, attracting significant investment.
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Dan Ives: Why the AI Software Trade Is Just Getting Started
Sep 11, 2026
This video discusses the emerging AI software trade, highlighting Oracle's recent earnings as a signal for a broader software rebound. It emphasizes that institutional investors have been hesitant but will need to adjust as software companies turn AI into revenue. The discussion also touches on the bifurcation within the semiconductor trade, with Nvidia seen as a leader.
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Salesforce is mentioned as a company that is taking steps in the right direction within the broader software trade.
Palantir is mentioned as a company that, along with Snowflake, showed that software trades are now demonstrating real use cases.
Adobe is cited as an example of a software company showing positive signs, though there is still 'more wood to chop'.
Palo Alto Networks is mentioned as a good example in the cybersecurity sector that is benefiting from the broader AI software trend.
CrowdStrike is mentioned as a good example in the cybersecurity sector that is benefiting from the broader AI software trend.
Intel is mentioned as a semiconductor company that may be a less safe place to be compared to Nvidia currently.
Nvidia is considered the 'godfather of AI' with the best products, and its demand-supply dynamics are expected to drive further growth across software and infrastructure.
Snowflake is mentioned as a company where software trades are now showing use cases are starting to happen, indicating a positive trend.
Oracle is seen as a "penalty box stock" with potential for a rebound, as its RPO and revenue backlog suggest street expectations are too low.
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